Features

Timesheets and invoicing for bookkeepers

15 Apr 20266 min read

For bookkeepers, efficiency and connectivity are everything. Portal 360 acts as the central productivity hub that connects client data, communications, and the accounting ledgers you rely on daily. The Productivity Centre includes native timesheets and invoicing so you capture every billable minute.

Track time against clients and jobs

Log time entries against clients, jobs, or workflow steps. Timesheets roll up to reporting views so managers see utilisation and WIP before month-end. Link entries to tasks created from Communication Centre requests so nothing is lost when a client sends a receipt by chat or email.

Invoice from the same place you work

Generate invoices from approved timesheet lines
Keep billing aligned with Xero, QuickBooks, or MYOB once connected
Reduce double entry between practice management and accounting software
Use workflow templates for monthly bookkeeping packages

Stay profitable

Combine timesheets with the consolidated Communication Centre so client questions do not erode margin. Every conversation is linked to the client record, giving you context before you reply — and a clear trail when you bill for advice or ad-hoc support.

Getting Started